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Concurrent Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Concurrent Investment Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Buy
57,971
+4,999
+9% +$262K 0.03% 587
2026
Q1 		$2.78M Buy
52,972
+10,595
+25% +$560K 0.03% 514
2025
Q4 		$2.24M Buy
42,377
+5,308
+14% +$281K 0.03% 532
2025
Q3 		$1.97M Buy
37,069
+9,592
+35% +$506K 0.03% 474
2025
Q2 		$1.45M Buy
27,477
+4,467
+19% +$233K 0.03% 508
2025
Q1 		$1.21M Buy
23,010
+1,543
+7% +$80.2K 0.03% 492
2024
Q4 		$1.11M Buy
21,467
+4,994
+30% +$260K 0.03% 461
2024
Q3 		$867K Buy
16,473
+5,185
+46% +$270K 0.03% 498
2024
Q2 		$578K Buy
11,288
+4,453
+65% +$227K 0.02% 555
2024
Q1 		$350K Sell
6,835
-913
-12% -$46.7K 0.01% 635
2023
Q4 		$397K Buy
+7,748
New +$389K 0.02% 553

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Concurrent Investment Advisors's IGSB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 9.4% in Q2 2026, buying an estimated $262K and bringing the position to 57,971 shares worth $3.04M. The position accounts for 0.03% of the portfolio, ranked #587.

Concurrent Investment Advisors first reported a position in IGSB in Q4 2023 and has held it in 11 quarters since. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Concurrent Investment Advisors held 57,971 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $3.04M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,999 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $262K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #587 holding.
  • Concurrent Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.